Senior Officer/Officer, Business Development, Financial Planning
Core
Seeking business opportunities and expanding business in Life and General Insurance (GI) by building B2B partner relationships and supporting front-line sales channels.
Role type
Senior Business Development Officer (Financial Planning)
Builds
Sales training programs, seminars, and sales enablement activities for B2B partners and in-house advisors.
Domain
Insurance (Life & General Insurance) and Financial Planning
Deliverable
product features
Required skills
Market intelligence, competitor benchmarking, product comparison, research report preparation, sales recruitment support, talent acquisition, regulatory compliance
Preferred skills
CIES/wealth management campaign experience, Family Office experience, IIQE Paper 4 & 5, SFC License Type 1 & 4, MPF license
Technologies
MS Word, Excel, PowerPoint
Responsibilities
Arrange insurance training and seminars for B2B partners and in-house advisors; Arrange sales meetings for in-house advisors; Ensure all Life & Retirement (LR) plans meet regulatory and compliance requirements; Support CIES or wealth management promotion including roadshows and sales enablement; Support frontline sales recruitment and talent acquisition.
Seniority
Senior, hands-on IC